Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 8 U.S. retirement plans report holding Dimensional Fund Advisors DFA Emerging Markets Small Cap I in their Schedule of Assets, totaling $2.8M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | MAXIM GROUP, LLC MAXIM GROUP, LLC 401(K) PLAN | WOODBURY NY | 173 | $78.0M | $1.1M |
| 2 | MARIN COMMUNITY CLINICS MARIN COMMUNITY CLINICS 403(B) SAVINGS & INVESTMENT PLAN | NOVATO CA | 574 | $28.7M | $571K |
| 3 | NEXGEN DATA SYSTEMS, INC. NEXGEN DATA SYSTEMS 401(K) PLAN |
GOOSE CREEK SC |
| 226 |
| $22.8M |
| $569K |
| 4 | D & M TOOL CORPORATION D & M TOOL CORPORATION 401(K) PROFIT SHARING PLAN | SPRINGVILLE IN | 158 | $8.7M | $504K |
| 5 | ONEONTA TRADING CORPORATION CUSTONE 401(K) PLAN | WENATCHEE WA | 1,350 | $16.1M | $69K |
| 6 | COMMUNITY SENIORSERV, INC. 403(B) THRIFT PLAN OF COMMUNITY SENIORSERV, INC | ANAHEIM CA | 106 | $2.5M | $2K |
| 7 | AVANTSTAY, INC. AVANTSTAY 401(K) PLAN | LOS ANGELES CA | 254 | $2.0M | $1K |
| 8 | BOLLMAN HAT COMPANY BOLLMAN HAT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | ADAMSTOWN PA | 180 | $11.7M | $1K |
